Hedge Fund Database

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

LEO H. EVART, INC. Legal Name

Adviser information for EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 656 $216.5M
Non-Discretionary 0 $0
Total 656 $216.5M

Clients

Type Number RAUM
Individuals 209 $78.6M
HNW Individuals 61 $113.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $23.6M
Charitable organizations <5 $400,523
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-42861
SEC ERA File Number 801-42861
SEC CIK Numbers 1920405
SEC CRD Numbers 110263
Legal Entity Identifier None

Principal Office

3 LAGOON DRIVE
SUITE 155
REDWOOD CITY
CA
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: (650) 802-0342, Fax: (650) 887-2976

Websites

www.eyhadvisers.com www.linkedin.com/in/derek-hobbs-a892b61/

Chief Compliance Officer

DEREK HOBBS
PRESIDENT
THREE LAGOON DRIVE
SUITE 155
REDWOOD CITY
CA
United States
Tel: (650) 802-0342
Fax: (650) 887-2976
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HOBBS, DEREK, MICHAEL Individual – PRESIDENT/CHIEF COMPLIANCE OFFICER 01/2021 > 75%

No. Employees, Historic

105020192020202120222023202420252 on 9/6/20192 on 9/26/20192 on 6/29/20202 on 6/30/20202 on 7/1/20202 on 9/14/20202 on 1/4/20212 on 1/4/20212 on 1/20/20212 on 2/2/20212 on 3/31/20222 on 4/1/20222 on 4/1/20222 on 4/26/20222 on 5/12/20222 on 3/30/20232 on 3/21/2024

RAUM, Historic

300M150M02019202020212022202320242025215699758 on 9/6/2019215699758 on 9/26/2019215699758 on 6/29/2020215699758 on 6/30/2020215699758 on 7/1/2020230406548 on 9/14/2020230406548 on 1/4/2021230406548 on 1/4/2021230406548 on 1/20/2021227145653 on 2/2/2021222083927 on 3/31/2022222083927 on 4/1/2022222083927 on 4/1/2022222083927 on 4/26/2022222083927 on 5/12/2022185936430 on 3/30/2023216482085 on 3/21/2024

No. Clients, Historic

30015002019202020212022202320242025300 on 9/6/2019300 on 9/26/2019300 on 6/29/2020300 on 6/30/2020300 on 7/1/2020290 on 9/14/2020290 on 1/4/2021290 on 1/4/2021290 on 1/20/2021251 on 2/2/2021277 on 3/31/2022277 on 4/1/2022277 on 4/1/2022277 on 4/26/2022277 on 5/12/2022254 on 3/30/2023270 on 3/21/2024

Holdings

From latest 13F, filed November 14th, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 213K 2K –
APPLE INC COM 3M 15K –
APPLIED MATLS INC COM 203K 1K –
CHEVRON CORP NEW COM 336K 2K –
EXPEDITORS INTL WASH INC COM 394K 3K –
EXXON MOBIL CORP COM 248K 2K –
GOLDMAN SACHS ETF TR ACCES TREASURY 1M 11K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 4M 140K –
ISHARES TR CORE US AGGBD ET 343K 4K –
JOHNSON & JOHNSON COM 203K 1K –
MICROSOFT CORP COM 353K 1K –
ORACLE CORP COM 2M 15K –
SCHWAB STRATEGIC TR US LCAP GR ETF 8M 111K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 8M 118K –
SCHWAB STRATEGIC TR INTL EQTY ETF 399K 12K –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 29K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 31K –
SCHWAB STRATEGIC TR US AGGREGATE B 626K 14K –
SEMPRA COM 349K 5K –
STARBUCKS CORP COM 205K 2K –
TESLA INC COM 462K 2K –
UNITEDHEALTH GROUP INC COM 414K 821 –
VANGUARD BD INDEX FDS INTERMED TERM 6M 77K –
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 31K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 5M 78K –
VANGUARD INDEX FDS MID CAP ETF 1M 7K –
VANGUARD INDEX FDS GROWTH ETF 4M 13K –
VANGUARD INDEX FDS SMALL CP ETF 2M 9K –
VANGUARD INDEX FDS SM CP VAL ETF 471K 3K –
VANGUARD INDEX FDS VALUE ETF 3M 20K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 5K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3M 18K –
VANGUARD WORLD FDS HEALTH CAR ETF 3M 11K –
VANGUARD WORLD FDS INF TECH ETF 700K 2K –